Heritage Financial Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$331K Sell
2025
Q2
$342K Sell
2025
Q1
$331K Sell
2024
Q4
$540K Buy
2024
Q3
$445K Sell
2024
Q2
$447K Sell
2024
Q1
$489K Sell
2023
Q4
$1.23M Buy
2023
Q3
$579K Sell
2023
Q2
$606K Buy
2023
Q1
$487K Sell
2022
Q4
$587K Buy
2022
Q3
Sell
2022
Q2
$13K Sell
2022
Q1
$529K Buy
2021
Q4
$254K Buy